Evan Harp

Evan Harp sat down with Paragon Wealth Group’s Sean Mullervy to discuss his new practice, investment philosophy, and how U.S. debt and new tax policies could impact investors.

Recently, Exchange sponsor Natixis released its 2024 Global Survey of Financial Advisors . Accordingly, uncertainty was the theme that rang throughout the survey.

based on its merits. It is an important financial advisor conference with a reputation for first-rate speakers and ample networking opportunities. But today we’ll talk about why Exchange would be an ideal spot to be in the event of a zombie apocalypse happening March 23-26.

Ahead of Exchange, happening March 23-26, Evan Harp sat down with Joe Mallen to discuss his new firm, Modelist.

Last week for Halloween, VettaFi’s Todd Rosenbluth offered a collection of “Ticker Treats.” Here’s a roundup of the ticker haul from Halloween.

The Exchange conference offers investors firsthand exposure to the ideas, strategies, and tools top-tier issuers are deploying.

The Exchange Conference, coming March 23 through 26, is thrilled to welcome renowned coach, consultant, and trainer Jennifer Morgan to the stage.

Your clients come to you to secure their future. For many advisors, helping clients achieve their goals means executing a solid retirement plan. Retirement expert Anne Lester will be a featured speaker at Exchange.

The 2025 Market Outlook Symposium goes live on December 10 at 11 a.m. ET. Registration is free, and this CE credit event will help advisors understand how they can set themselves up for success in the new year.

With Exchange kicking off in March of 2025, we’d like to express gratitude for the financial advisors who will be attending, the sponsors who are making the event possible, the speakers who will be sharing their expertise and time with us, and our partners for their support. VettaFi’s mission has long been to transform financial services from an industry into a community. Gratitude alone can not achieve that result, but it is a vital component.